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Sponsor portfolioWelfare / HealthEIN 43-1632589
H&R BLOCK MANAGEMENT, LLC
ONE H AND R BLOCK WAY · KANSAS CITY, MO 641051905
8168543000
- Plans filed
- 5
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
60,757
No prior year
Total participants
2,619
No prior year
Plans filed
5
No prior year
Plans under this sponsor
5 plans
Plan #502$2.5M
H&R BLOCK HEALTH & WELFARE PLAN
Mixed60,757 covered·7 carriers
Primary: LIFE INSURANCE COMPANY OF NORTH AMERICA
Plan #507$56K
H&R BLOCK LEGAL SERVICE PLAN
Fully insured1,128 covered·1 carrier
Primary: HYATT LEGAL PLANS
Plan #505$15K
H&R BLOCK GROUP TRAVEL ACCIDENT PLAN
Fully insured1,092 covered·1 carrier
Primary: ACE AMERICAN INSURANCE COMPANY
Plan #508$0
H&R BLOCK CAFETERIA PLAN
Self-funded0 covered·0 carriers
Plan #509$0
H&R BLOCK SEVERANCE PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $1.1M | 39.0% | |
| Long-term disability | $445K | 15.4% | |
| Health | $360K | 12.5% | |
| Prescription drug | $360K | 12.5% | |
| Other | $322K | 11.2% | |
| Vision | $272K | 9.4% |
Carrier overview
6 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 231503749 | LLTDOth | $1.7M | 65.7% | 1 | 4 | 2,445 |
EIN 941340523 | HRx | $360K | 14.3% | 1 | 1 | 32 |
EIN 363560825 | V | $272K | 10.8% | 1 | 1 | 1,870 |
EIN 233080019 | Oth | $157K | 6.2% | 1 | 1 | 60,757 |
EIN 341650967 | Oth | $60K | 2.4% | 1 | 1 | 1,345 |
EIN 952371728 | Oth | $14K | 0.6% | 1 | 1 | 2,445 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | KAISER FOUNDATION HEALTH PLAN, INC., LIFE INSURANCE COMPANY OF NORTH AMERICA, VISION SERVICE PLAN, ACE AMERICAN INSURANCE COMPANY | $128K | $13K | $142K | 100.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan